May 25, 2016-- 1PM
Iota Nu Delta would like to recognize the accomplishments of Brother Sameer S. Somal, Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. In 2015, Sameer was named to InvestmentNews' "40 Under 40" for his work with Blue Ocean Global Wealth in succession planning for financial advisers.
Prior to co-founding Blue Ocean Global Wealth, Sameer graduated with a B.S. in Finance and Accounting from Georgetown University as a member of our Theta Chapter and served as a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer also holds designations as a CFA and CFP, in addition to serving as a member of the Financial Planning Association (FPA) National Diversity Committee, the Board of Directors of the Philadelphia/Tri-State FPA, and the CFP Board’s Council on Education. Sameer is also a Board Advisor at the iPlan Education Institute in New Delhi, India and a Women’s Initiative (WIN) Advocate for the CFP Board.
Sameer is strongly committed to helping the next generation of entrepreneurs and has been a valuable Alumni Mentor for Brothers in Iota Nu Delta. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership.